Regal Investment Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,319
| Closed | -$319K | – | 552 |
|
2022
Q1 | $319K | Sell |
1,319
-18
| -1% | -$4.35K | 0.03% | 387 |
|
2021
Q4 | $325K | Sell |
1,337
-11
| -0.8% | -$2.67K | 0.03% | 408 |
|
2021
Q3 | $275K | Buy |
1,348
+100
| +8% | +$20.4K | 0.03% | 440 |
|
2021
Q2 | $257K | Buy |
+1,248
| New | +$257K | 0.03% | 452 |
|
2021
Q1 | – | Sell |
-1,680
| Closed | -$319K | – | 369 |
|
2020
Q4 | $319K | Buy |
+1,680
| New | +$319K | 0.04% | 349 |
|